Commodities
LT Outlook: Crude Oil Back to 1859
LT Outlook: Crude Oil Back to 1859
A long term look at Crude Oil Prices back to 1859... Read More
Tag Archives: Commodities
Commodities
Gold Breaks Out
Gold Breaks Out
Posted By Jim Bianco
Despite gold's breakout above $2,000 to new all-time highs, it is not showing signs of speculative excess.... Read More
Commodities
Gold Goes Streaking
Gold Goes Streaking
Posted By Greg Blaha
Gold has moved higher for eight consecutive weeks, a feat which has only occurred a handful of times. How did the shiny metal respond in the wake of past similar streaks?... Read More
Commodities
Could Crude Oil ETFs Lead to a Financial Crisis?
Could Crude Oil ETFs Lead to a Financial Crisis?
Posted By Jim Bianco
Every financial product is designed with a certain set of assumptions. Most financial crises result from those assumptions being wrong. The specter of negative oil prices potentially sets up the next financial crisis. Who covers losses when prices turn negative?... Read More
Commodities
Saudis Start an Oil War
Saudis Start an Oil War
Posted By Jim Bianco
The Saudis started a price war to punish Russia. Iran may also suffer as a consequence.... Read More
Commodities
Speculators Sitting Out Palladium’s Rally
Speculators Sitting Out Palladium’s Rally
Posted By Greg Blaha
Speculators are sitting out palladium's remarkable rally, but are making a big bet on platinum.... Read More
Commodities
World Gold Holdings
World Gold Holdings
Posted By Greg Blaha
The GLD ETF holds roughly 830 metric tons of gold, which puts it on par with the holdings of Switzerland or Japan.... Read More
Commodities
Gold Bullishness Reaches 3-Year High
Gold Bullishness Reaches 3-Year High
Posted By Greg Blaha
With gold prices up almost 11% so far in 2019, bullish sentiment has finally followed higher.... Read More
Commodities
LT Outlook: Inflation-Adjusted Gold Prices Since 1901
LT Outlook: Inflation-Adjusted Gold Prices Since 1901
Posted By Greg Blaha
A look at spot and inflation-adjusted gold prices since 1901... Read More
Commodities
COT Update, Betting on a Global Slowdown?
COT Update, Betting on a Global Slowdown?
Posted By Jim Bianco
Speculators and money managers are selling commodity futures aggressively, even though prices are not falling. They are betting on weakening demand due to slowing global economic growth.... Read More
Commodities
A Look at Rare Earth Mineral Production
A Look at Rare Earth Mineral Production
Posted By Greg Blaha
China produced roughly 71% of the global supply of rare earth minerals in 2018. They may use this as leverage if the trade war drags on.... Read More
Commodities
CoT Update: Trade Wars Exciting Speculator Shorts In Grains
CoT Update: Trade Wars Exciting Speculator Shorts In Grains
Posted By Jim Bianco
Speculators have amassed extreme net short positions in many grain futures as the trade war has escalated.... Read More
Commodities
13% Rally Still Not Enough to Lure Bulls to Gold
13% Rally Still Not Enough to Lure Bulls to Gold
Posted By Greg Blaha
Despite a 13% rally since the mid-August low, sentiment in gold remains neutral.... Read More
Commodities
Is This the Crude Oil Whipsaw?
Is This the Crude Oil Whipsaw?
Posted By Jim Bianco
Last month we asked if inflation expectations would whipsaw if crude oil rebounded. Now that crude is up 23% in the last 10 days, will the Fed change its outlook?... Read More
Commodities
Gold Bulls Still MIA Despite 11% Rally Off Lows
Gold Bulls Still MIA Despite 11% Rally Off Lows
Posted By Greg Blaha
Despite a nearly 11% rally in gold since mid-August, sentiment is still largely bearish. Historically this proves to be a good contrarian buy signal.... Read More
Commodities
Low Soybean Prices Stoking Trade War Fears
Low Soybean Prices Stoking Trade War Fears
Posted By Peter Forbes
Soybean prices are lagging other grains as we move into the heart of harvest season. Disappointment at soybean prices has tariffs and the trade war back in the minds of midwestern farmers. ... Read More
Commodities
ETF Investors Losing Hope in Gold Miners
ETF Investors Losing Hope in Gold Miners
Posted By Peter Forbes
Both physical gold and miner ETFs have seen net outflows in September.... Read More
Commodities
Gold Bulls’ Hopes Tied to Weaker Dollar, National Security
Gold Bulls’ Hopes Tied to Weaker Dollar, National Security
Posted By Peter Forbes
The divergence between net flows between physical gold and miner-backed funds is at its widest since 2013. Despite some positive shifts in search trends, gold bulls are counting on help from a weaker U.S. dollar or a national security scare. ... Read More
Commodities
Speculators Approaching Extreme Net Short Position In Soybeans
Speculators Approaching Extreme Net Short Position In Soybeans
Posted By Greg Blaha
Speculators have moved to an extreme net short position in soybean futures as tariffs have taken their toll. Have they gone too far?... Read More
Commodities
A Break for Gold
A Break for Gold
Posted By Peter Forbes
Gold may be in for a reprieve after converging with fair value. But ETF flows and positioning in futures markets paint an interesting picture about who is bullish. ... Read More